UsersPermanent link for this heading

As an end user, you can expect the following new features:

The New Create DialogPermanent link for this heading

The new create dialog fits seamlessly into the Folio design and offers better usability, especially on mobile phones.

The following options are available:

  • Change View
    Using the “Change View” button, you can specify the card view or the detail view for the selection list.
  • Filter by
    In the drop-down list, you can select a category (e.g. “Microsoft Office”) to narrow down the selection list accordingly. Alternatively, type a filter term to limit the selection list to entries where the filter term appears either in the name or in the assigned category.
  • Selection List
    The selection list is grouped by “Favorites”, “Templates” and “Object Classes”. To create an object, click on the corresponding entry. Depending on the object class, you can either enter only the name or additional metadata as well.

Of course, the create dialog can also be operated completely by keyboard.

Search PortalPermanent link for this heading

In addition to the quick search field in the header, a separate “Search” card is offered on Home which leads to the search portal. The search portal consists of a search input field, the additional selectable search criteria and available actions.

Search Field

When entering the search term, corresponding suggestions are displayed. By clicking on the magnifying glass or pressing the Enter key, the search is performed.

Search Criteria

The following search criteria are offered by default:

  • Where
  • Date
  • Type (e.g. Microsoft Word document)
  • Included in Teamroom
  • App-specific search criteria

Saved Search Queries

  • The “Save Search Query” action allows you to save the search term and the currently selected search criteria under a freely selectable name.
  • The "Saved Queries” > “<name>” action allows you to execute a saved search query. The last five search queries or the last five favorite search queries are displayed.
  • The “Saved Queries” > “Further Search Queries” action allows you to view a list of all search queries. By clicking on a search query, it will be executed. In addition, you can rename, delete and mark search queries as favorite via the context menu.

Sending Meeting Invitations DirectlyPermanent link for this heading

Calendars allow you to manage events and tasks, and to share them with other users.

If you have specified at least one attendee, you can use the “Create and Send” button to create the event and also send an e-mail to the defined attendees with the event as an ICS file.

Note:

  • An event can be sent subsequently via the “Send Event” context menu command.
  • If a sent event is updated or deleted, you can send an event update or event cancellation.
  • Via the sent e-mail the event can be opened, accepted, provisionally accepted or declined. The respective status is displayed for the event in the Attendees field.

Transferring TeamroomsPermanent link for this heading

When transferring Teamrooms, define in the Access Rights of the Source Teamroom field the access rights to the source Teamroom after the transfer.

  • Keep Access Rights of Previous Team Members
  • Restrict Access to the Members of My Group
  • Restrict Access to the Team Members With “Full Control”

In addition, define in the Dissolve Source Teamroom field, whether the source Teamroom should be dissolved.

  • Do Not Dissolve
    The Teamroom will not be dissolved.
  • Assign Activity “Dissolve Teamroom”
    A workflow activity will be assigned to the specified recipient at the specified time.
  • Dissolve Automatically
    The Teamroom will be dissolved at the specified time.

Note:

  • With the “Transfer Teamroom” > “Define Dissolve Period” context menu command, you can also subsequently specify whether and when the source Teamroom should be dissolved.
  • With the “Transfer Teamroom” > “Open in <name of installation>” context menu command, you can navigate directly to the target Teamroom. The corresponding action is also available for objects in the Teamroom.

Push Notifications About Workflow EventsPermanent link for this heading

You can be informed about workflow events not only by e-mail, but also by push notifications.

Note: How to configure the push notification service is described in the administration help.

Web Browser

To receive push notifications, you must allow them in your web browser. The notifications will be displayed in the notification center of the operating system.

By default, a corresponding web browser message is displayed after logging in to Fabasoft Folio, which you can use to allow push notifications. You can also change the notification settings subsequently by clicking on the lock or notification icon in the address bar of the web browser. Alternatively, you can find the settings you have defined regarding push notifications in the web browser settings.

Fabasoft App

On mobile devices, you can receive push notifications using the Fabasoft App. After logging in to Fabasoft Folio, a corresponding message is displayed, which you can use to allow push notifications. You can also change the notification settings subsequently for the Fabasoft App.

Notifications About Events

You can define for which workflow events push notifications should be sent under “account menu (your user name)” > “Advanced Settings” > “Workflow” in the Notify Me About the Following Events field.

By default, you receive push notifications for the following events:

  • Suspended Activity Was Activated
  • New Activity Received
  • New Activity Received (Substitution)

General ImprovementsPermanent link for this heading

  • In the property editor, the “Edit” button is not displayed if the object is already locked.
  • The names of the dashboards are changed accordingly when the language is changed.
  • When searching, you can generically select “E-Mail” to find all types of e-mails (Microsoft Outlook, MIME).
  • The operator selection in a metadata search is always included in the tab order, regardless of the basic setting Include All Fields in Tab Order.
  • For organizations of the contact management app, the Further Information and Name (Extended) fields are available. When importing or exporting multi-value fields (e.g. nameorgext), a carriage return (CR LF) is used as separator.
  • In the Sex field, you can also select “Diverse”.
  • Images can now be commented as well.
  • Objects can be closed not only via a workflow activity, but also via the “Tools” > “Close” context menu command.
  • Objects within a file can be moved by drag-and-drop.
  • The “Tools” > “Check Consistency” menu command can be used to additionally check the consistency of security propagations.

Workflow

  • For objects, the new field Completed Activities of Aborted and Suspended Processes is available on the “Activities” tab.
  • In workflow activities, the “Time Travel” action is available for the affected object.
  • When using the Fabasoft App, you can now perform almost all workflow work steps that you know from the web browser client.

Rooms

  • In app configurations or rooms, for default categories and processes it can be additionally specified whether the settings apply to instances, templates, or both. Default processes can be set based on object classes or categories.
  • For Teamrooms, app rooms and app configurations a Main Administrator can be defined who will receive the automatically generated e-mail messages in the corresponding context. Otherwise, all administrators receive the e-mail messages. The user is also listed as a contact in case of missing permissions.
  • The Teamroom hierarchy includes all types of rooms.
  • The new "Extended via category and workflow" access protection can be assigned to Teamrooms.
    The defined team can access the Teamroom and its contents. Users participating in workflow are granted read access. Access to individual objects can also be granted via the category.

Templates and Text Modules

  • Templates and presettings defined in customizing collections can be used directly in other customizing collections without having to reference them in the customizing configuration beforehand.
  • For templates, a condition can be defined in the Additional Restrictions field that determines whether the template is offered for selection in the create dialog.
  • If the usability of text modules is restricted to files via a base form category, the text modules are also available for files that have been assigned a derived form category.
  • The Keep Text Module Placeholders in Document field of text modules can be used to define whether text module placeholders inserted in a Word template are replaced when a document based on the template is created. Text module placeholders that have not been replaced can be replaced afterwards in Microsoft Word using the “Replace Text Module Placeholder” button.
  • Text module placeholders can also be inserted in text modules. Thus, a multi-level dynamic text module hierarchy can be defined.
  • Time travel can be used to compare the contents of text modules (Word).

Fabasoft Folio Client

  • The Fabasoft Folio Client supports the high-contrast mode.
  • If an error occurs when the Fabasoft Folio Client retrieves a proxy script, this is logged in the event log.
  • In the Folio folder, the PDF representation for “Search” is no longer displayed.
  • The Fabasoft Folio Client offers native support for the Apple M1 chip.
  • Contacts can be synchronized from Fabasoft Folio to Microsoft Outlook and vice versa.
  • LAN synchronization supports the use of multiple network connections simultaneously.